Filed April 29, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,069 | $43,075+53.4% | $74,583-11.4% | $62,891+5.1% |
| Participation rate | 50.0% | 58.1%-8.1pp | 68.1%-18.1pp | 69.3%-19.3pp |
| Annual return | 4.38% | 17.50%-13.1pp | 20.47%-16.1pp | 20.14%-15.8pp |
| Employer contribution / active EE | $3,283 | $1,498+119.2% | $2,525+30.0% | $2,281+43.9% |
| Participant deferral / active EE | $7,925 | $2,389+231.7% | $3,458+129.2% | $3,203+147.4% |
| Admin fee / account holder | $68,314 | $2,840+2305.6% | $4,138+1551.0% | $4,296+1490.3% |